Understanding Gifting and Estate Planning Part 1

  • 13 December 2018
  • Author: IEP Team
  • 0 Comments

Giving gifts as part of an estate plan is not as simple as many people think. On this episode, we navigate the complicated world of gifting and its effect on taxes and Medicaid. If you're thinking of giving or receiving a gift that could significantly reduce the size of an estate, use this episode as a starting point to plan your next steps.

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